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How Do Transfers and Screening Work?

How Do Transfers and Screening Work?

Published: 07.17.25

At Answering Legal, we don’t just answer your calls—we manage them smartly. Our team screens every caller, follows your specific instructions, and only transfers the calls that matter most.

1. What Is Call Screening?

Call screening means our receptionist gathers critical information before deciding what to do with the call. We ask:

  • Is this a new or existing client?
  • What is the nature of the call?
  • Is this urgent or time-sensitive?
  • What case type is involved?

This ensures you're only contacted when it’s worth your time.

2. How Transfers Work

If the call meets your criteria, we:

  • Call you or your designated staff.
  • Brief you on who’s on the line and why they’re calling.
  • Ask if you’d like to take the call (this is a warm transfer).
  • If yes, we connect you right away.
  • If no, we take a detailed message and notify the caller.

You’re never caught off guard by a transfer.

3. Transfer Types

  • Warm Transfer (Default): We speak to you first before connecting the caller.
  • Cold Transfer (Optional): We connect the caller directly without screening (less common).
  • Voicemail Forwarding: We can send the caller to your voicemail line if that’s your preference.

4. When No One Is Available

If you’re unavailable:

  • We take a full message and mark it as urgent if needed.
  • Messages are sent immediately to your app, email, or text—based on your preference.

5. Custom Transfer Rules

You can define:

  • What qualifies for a live transfer (e.g., personal injury leads only).
  • Time windows for transfers (e.g., 9 AM – 6 PM).
  • Who should receive calls by topic (e.g., intake team vs. attorney).

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